How to Impress Clients With Reports

As an agency owner, there’s nothing more important than impressing your clients.

While you’ll spend most your time and energy on generating top of the line results, there’s something else to remember: the way you share data with your clients is every bit as important.

Fortunately, with the help of Dasheroo for Agencies, you can impress your clients with every report you create and share. Here’s how:

1. Direct Access for Collaboration

While it may not be necessary for every client, some will request direct access. Fortunately, we make it simple to provide access with a couple clicks of the mouse.

From there, your clients can review, you can collaborate, and any changes can be made on the fly.

2. Deliver on a Schedule

For those clients that don’t need direct access, you have the power to share reports via email.

Best yet, you don’t have to manually send reports upon completion (unless you want to, of course). Instead, you can schedule them for daily, weekly, or monthly delivery. Talk about impressive!

3. Same Format Every Time

There’s nothing more unprofessional than altering the report format from month to month.

One month you send a Word doc, but the next you send a PDF. One month your logo is at the top, but the next you include your client’s.

If you want to impress your clients – while also making their life easier – you need to create and stick with a standard format. We make it simple to plug in the necessary data, all the while retaining the same look and feel.

Final Thoughts

Along with the above, here’s an excerpt from our website with a bit more information on why Dasheroo for Agencies is the right choice:

The world’s most respected agencies and brands rely on Dasheroo’s platform to track their client’s KPIs. Our cloud-based tools are both secure, reliable and backed by top-tier customer support.

So, if you’re ready to impress your clients with killer reports, you’re in the right place.